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Congress Wealth Management’s Hillman Solutions HLMN Stock Holding History

Congress Wealth Management’s Portfolio HLMN Stock Details HLMN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		– Sell
-18,583
Closed -$196K – 895
2024
Q3 		$196K Buy
+18,583
New +$179K ﹤0.01% 827

Other funds holding HLMN

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
BAM
Burgundy Asset Management Toronto, Ontario, Canada $10.6B AUM 13.39% 1-Year Est. Return
JFG
Jefferies Financial Group New York $14.6B AUM 40.95% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
RP
Reinhart Partners Mequon, Wisconsin $4.38B AUM 55.55% 1-Year Est. Return
CCA
Conestoga Capital Advisors Wayne, Pennsylvania $5.01B AUM 6.26% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return

Congress Wealth Management's HLMN Position: Q4 2024 in Review

Congress Wealth Management sold out of Hillman Solutions (HLMN) in Q4 2024, closing a stake of 18,583 shares — an estimated $196K sold.

Congress Wealth Management first reported a position in HLMN in Q3 2024 and held it in 1 quarter. The position peaked at $196K in Q3 2024. 248 funds tracked by Wall St. Rank hold HLMN as of Q4 2024.

  • Congress Wealth Management reported no remaining Hillman Solutions position as of Q4 2024 after selling out during the quarter.
  • Congress Wealth Management sold 18,583 Hillman Solutions shares in Q4 2024, an estimated $196K.
  • Congress Wealth Management first reported a position in Hillman Solutions in Q3 2024 and held it in 1 quarter.
  • Congress Wealth Management's Hillman Solutions position peaked at $196K in Q3 2024.
  • 248 funds tracked by Wall St. Rank held Hillman Solutions as of Q4 2024.

Based on Congress Wealth Management's 13F filing for Q4 2024, filed 11 Feb 2025.